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Rule # 1: Never lose money
Rule # 2: Never forget rule #1
As soon as you find a mistake, do something about it. That's the key, and sometimes it's uncomfortable yet it must be done.
- Warren Buffett
The Average American works 4 months a year to pay their taxes and doesn't even know what their biggest expense is.
What is your biggest expense?
The rent?
The mortgage?
My car?
No it's the federal government...
What would it be worth if you could design a way to reduce or eliminate your biggest expense?
Do you have enough confidence in your plan to get a second opinion?
All Americans are entitled to the financial gain and benefit of every line, and of every chapter, within all 50,000 plus pages of the tax code. It however, is not the responsibility of the Internal Revenue Service to teach you any of the tax code. Their job is simply to enforce the laws that are passed.
We care and want to challenge you to see these results. See exactly how these strategies work for you, your family and your business. Connect with us to have tax free strategies work for you.
Our Mission For You...
Mission Statement
We provide consumers with a wealth program that works under any stock market condition, any income tax or estate law, and in any economic environment. No other system can make that claim.
WE DON'T LIKE FEES
...and believe you don't either.
Our compensation does not come out of your investment. The companies we do business with pay us. All of your money goes to work for you right away with no upfront fees, commissions, or sales loads. We are confident that you will benefit from a free consultation.
Definition of Economics
Several economists have defined economics taking different aspects into account. The word 'Economics' was derived from two Greek words, oikos (a house) and nemein (to manage) which would mean 'managing a household' using the limited funds available, in the most satisfactory manner possible.
Protect your hard earnings from the banks, the government and the financial institutions
Do you know how much tax you will have to pay on your 401(k) and IRA? Design a strategy to minimize or eliminate it. Ask how.
You need to be informed of all the latest techniques and solutions for maximum financial efficiency.
Product vs. Process...
Consumers must learn that the best financial product will never outperform the best financial process.
It is just like in golf...
You can buy the most expensive golf clubs, shoes, balls and equipment, but those things cannot make you a great golfer. Rather, you master the fundamentals of the sport, and most importantly, the swing. Similar to golf, consumers must learn the “swing” of their money. This strategic planning process can equip you with the tools needed to demonstrate the efficiencies and effectiveness of each money decision, with the purpose of achieving high reward and personal financial success. Like golf, consumers cannot simply pick up a set of clubs and become great. Instead, they need instructions, whether it is through lessons, watching a video or playing a round with a friend. The same applies for learning the “swing” of their money, they need a coach.
Wherever you are in your process whether you're doing your own research, trying to figure out what's right for you, or just want to talk to someone, we can help.
We have a pension crisis in America...
Millions of people all over the world today are hurting for income because of a lack of financial education. This is the underlying problem. What does school teach you about money? The answer is nothing, and people need this knowledge. That's why we've made it our work, to coach and educate on these most overlooked areas.
What We Do For You...
We are experts at helping you maximize your cash-flow...
with as much elegance and excellence as we can. The attention is also focused clearly to the economic environment of the world you will meet in the future, when your resources will really be needed and wanted. Experience counts here, and we bring it to you in all areas of personal and business finance.
The immediate priority is taking the time necessary to get to know your unique situation(s) in order to help you make the right money decisions, right away. We work with you to craft a highly customized financial plan designed to maximize money supply and benefits simultaneously, not trading one for the other, so to achieve your maximum financial potential. Life brings change. Through ongoing discussions and improvements, you will be advised in navigating the challenges and opportunities that life brings.
Areas of Expertise...
Real Estate & Property Purchase Analysis
Insurance
Protection
Estate Creation and
Planning
Tax Minimization
Retirement
Maximization
Education
Planning
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